Broker Check

Financial Planning for Parents

Planning for Parents

Planning for Parents

No minimum investment 

Parents today face many competing financial challenges. Saving for education, addressing insurance needs and beginning to prepare for retirementall while caring for our aging parents. At Our House Wealth Advisors, we believe that having a solid financial foundation sets you up for long-term success and we want to be your partner along the way 

We Offer you aeffective ways to plan and manage your retirement. Please inquire about pricing options.*

Personal financial planning website 

 Set Specific Financial Goals, Both Short-term and Long-term 

 Create a Working Monthly Budget 

  • Determine the proper amount of money to maintain in an emergency fund 
  • Introduce you to Your Budgeting Tool and Personal Financial Website 

 Debt-Reduction Best Practices 

 Saving for education, college funding plan** 

 Job Transitions and Rollover Options 

 Investment Management 

  • Risk tolerance 
  • Savings and investing plan 
  • 401(k)/403(b)/457(b) Roth IRA contributions 
  • Selecting the investments for your retirement accounts 

 Employee Benefit Review 

 Insurance Consultation 

  • Disability 
  • Life Insurance 

 Quarterly Coaching Call 

                   Your Journey to Financial Freedom Starts Today! 

 *fees waived if client has assets under management of over $350,000 

**College admissions package is an add-on